EstateVal 8.2 Introduces Evaluation Icons, for Easy Status Checks
(March 13, 2018)
EstateVal 8.2 introduces at-a-glance evaluation status for your Date of Death and Alternate Date reports -- an easy and fast way to see if your portfolio has any problems.
EstateVal 8.2 Features Data-Entry Smarts
(March 9, 2018)
EstateVal 8.2 is now smart enough to warn you about potential problems with your portfolio, including incorrect mortgage-backed par, bad adjusted inventory dates, and logically impossible sales.
EstateVal 8.2 Offers Paste-From-Excel and Find
(March 7, 2018)
The goal of EstateVal 8.2 was to make entering data into it faster, easier and more accurate, by focusing on the user-interface for the first time in years. This is the first article of three about these new features, covering Paste-from-Excel and Find.
We're Estate Valuations & Pricing Systems, Inc., and we provide more ready-to-file securities valuations for estate and gift taxes (Form 706, Schedules B and G) than anyone else in the world.
Using our Windows software -- EVP Office, including EstateVal, CostBasis, CapWatch and GiftVal -- you can generate ready-to-file reports on millions of different securities, right from your own computer, within minutes. More banks, trust departments, accounting firms and lawyers rely on EVP Office to value stocks and bonds for estate tax purposes than any other application in the industry. Sign-up for an account and get started right away.
We also provide a complete security evaluation service, so you can send your Schedule B and G valuations and we'll do all the work, returning a complete and accurate report, usually within a day. Our staff is friendly and knowledgeable and can do everything you need, from CUSIP look-up to research on difficult-to-price issues.
Our Sales Department will be happy to answer any questions you might have or provide you with more information. They can be reached at (800) 323-7750 or firstname.lastname@example.org.